Apply on Employer Site

Wells Fargo · 9 hours ago

Market Growth Director-Valley Market

Pasadena, CA

Full-time

Hybrid

Mid, Senior Level

$143K/yr - $224K/yr

7+ years exp

Wells Fargo is seeking a Market Growth Director in Wealth and Investment Management as part of Wells Fargo Advisors. This role focuses on driving product and platform sales while engaging with Financial Advisors and Channel Leadership to develop effective sales strategies.

BankingFinancial ServicesFinTechInsurancePayments

No H1B

Responsibilities

Strategically engage with Channel Leadership to develop and execute on a territory sales strategy and maintain a strong knowledge of the Wells Fargo Advisors market views, products, and platforms

Partner with Strategic Partners and Internal Centers of Influence to drive sales results

Drive sales and Advisor participation across a wide range of Wells Fargo Wealth Investment Management products to include investment sales, full balance sheet solutions and deposit balances

Act as an advisor within Wealth Market Growth Strategy functional area to senior leadership to develop or influence initiatives that promote and advance companywide finance growth opportunities

Lead business development strategies and resolution of highly complex and unique challenges requiring in-depth evaluation across multiple areas, delivering solutions that are long-term, large-scale and require vision, creativity, innovation, advanced analytical and inductive thinking and coordination of highly complex activities and guidance to others

Provide vision, direction and expertise to senior leadership on implementing innovative and significant business solutions that are large-scale Wealth Market Strategy cross-functional strategies

Support various Wealth Market Growth Strategy projects to maximize growth opportunities and minimize expenses

Strategically engage with all levels of professionals and managers across the enterprise and serve as an expert advisor to leadership within Wealth Market Growth Strategy functional area

Qualification

Wealth Market Growth StrategyFINRA Series 7FINRA Series 63FINRA Series 65Investment SalesTerritory ManagementCoaching SkillsCommunication SkillsPresentation Skills

Required

7+ years of Wealth Market Growth Strategy experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Successfully completed FINRA Series 7 exam to qualify for immediate registration (or FINRA recognized equivalents)

Preferred

Successfully completed FINRA Series 63 and 65 (or 66) exams to qualify for immediate registration (or FINRA recognized equivalents)

Extensive experience in wealth management and investment sales environments, with a deep understanding of advisor business models, client needs, and full balance sheet strategies including investment, lending, and deposit solutions

Proven success in territory management, including strategic planning, execution, performance tracking, and adapting to changing market conditions and firm priorities

Skilled in coaching and influencing Financial Advisors, driving product adoption and business growth through tailored support, segmentation strategies, and actionable financial insights

Proficient in translating complex financial concepts into clear, strategic guidance for advisors and clients, enhancing engagement and outcomes

Strong presentation, facilitation, communication capabilities, with experience leading advisor meetings